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ARTICLES

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6 Tips for Creating Strong Passwords

With the rise in cyber threats, ensuring your online banking accounts are safeguarded with strong, secure passwords is crucial. Here are six specialized tips to...

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How Long is Dental Residency? & Other FAQs

Dental residency offers advanced training and specialization beyond dental school. For those considering this path, understanding the timeline, requirements, and various facets of dental residency...

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How Whole Life Insurance Can Support Doctors’ Financial Goals

Guest Post – by Shawn M Johnson, ChFC®, CLU®, CLTC – Vice President of Business Development at Treloar & Heisel, our insurance partner Becoming a...

Questions You Should Ask When Negotiating A Contract As A Doctor

Questions You Should Ask When Negotiating A Contract As A Doctor

Negotiating a contract as a doctor, whether it’s your first or your fifth, can be an overwhelming process. You want to be thorough and informed...

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From Employee to Owner – Dr. Moeser’s Journey

When Dr. Adam Moeser, DVM, DACVIM, completed his school and training; he wasn’t planning to become a veterinary practice owner. In fact, the idea of...

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The Basics of Digital Banking Safety

Almost three quarters (71%) of U.S. banking customers prefer to manage their bank accounts through a mobile app or computer, according to the American Bankers...

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Creating An Exit Strategy When Changing Jobs As A Doctor

Starting a new job – especially your FIRST job – can be a very exciting time for any doctor. It is not most people’s first...

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APY vs. APR: What’s the Difference?

When researching financial products, you’ll likely see terms like APY and APR. If you don’t know what these terms mean, it can be challenging to...

Mortgage 101 for Doctors: Rent vs. Buy & More

Mortgage 101 for Doctors: Rent vs. Buy & More

Buying your first home is an exciting milestone. Whether entering residency or already a practicing physician, dentist or veterinarian, making the leap from renting to...

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Your Roadmap to Buying Into a Dental Practice or DSO

August 28, 2025

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